IntegrationsMindMeisterBoldSign
MindMeister + BoldSign

Connect MindMeister and BoldSign to Build Intelligent Automations

Choose a Trigger

MindMeister

When this happens...

Choose an Action

BoldSign

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Draft Created

Draft Created

Sends a notification to viaSocket whenever a new draft is created in BoldSign.

Document Send

Document Send

Send a document through BoldSign to request signatures and notify viaSocket when the document is sent.

Teamplate Create

Teamplate Create

Create a new template in BoldSign for document signing; prepares the document and can trigger the TemplateCreated webhook.

Template send

Template send

Send a BoldSign template and trigger the 'Sent' webhook to notify viaSocket.

Document Revoked

Document Revoked

Sends a notification to viaSocket when a BoldSign document is revoked (Revoked webhook event).

Document Declined

Document Declined

Sends a webhook to viaSocket when a BoldSign document is declined so workflows can respond to the decline.

Do thisActions

Action is the task that follows automatically within your MindMeister integrations.

Get a user

Get a user

Get the details of existing user.

Create Contact

Create Contact

Create a new contact in BoldSign with email, full name, phone number, job title, and company.

List Contacts

List Contacts

Retrieve a paginated list of contacts (10 per page). Use the 'page' parameter to view other pages.

Delete Document

Delete Document

Delete an existing document.

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Frequently Asked Questions

How do I start an integration between MindMeister and BoldSign?

To start, connect both your MindMeister and BoldSign accounts to viaSocket. Once connected, you can set up a workflow where an event in MindMeister triggers actions in BoldSign (or vice versa).

Can we customize how data from MindMeister is recorded in BoldSign?

Absolutely. You can customize how MindMeister data is recorded in BoldSign. This includes choosing which data fields go into which fields of BoldSign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MindMeister and BoldSign?

The data sync between MindMeister and BoldSign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MindMeister to BoldSign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MindMeister and BoldSign?

Yes, you can set conditional logic to control the flow of data between MindMeister and BoldSign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

MindMeister

About MindMeister

Meistertask is a collaborative task and project management tool designed to help teams organize and manage their work efficiently. It offers features such as task tracking, project timelines, and team collaboration to streamline workflows and boost productivity.

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BoldSign

About BoldSign

BoldSign is a comprehensive electronic signature solution designed to streamline the signing process for businesses and individuals. It offers a secure and efficient way to manage and execute documents online.

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